Your CRM can now analyze images inside a workflow and turn what it finds into usable text. That means you can pull text from receipts, invoices, screenshots, and documents, or get a written description of what appears in an image. For small business owners, this can save time on repetitive admin work and help important information move through your business faster.

📌 Why This Matters

Images often contain useful business information, but that information is hard to use when it stays locked inside a photo, screenshot, or scanned document. With image analysis in your CRM workflow, you can automatically read what is in an image and use the result in the next step. For example, you can save details to a contact record, pass information into another automation, or use the text in a message or internal process. Just keep in mind that this action has an added usage cost each time it runs.

✨ What’s New

• Text extraction: Read text from receipts, invoices, screenshots, and other documents.
• Image descriptions: Get a written summary of what appears in an image.
• Flexible prompts: Tell the system exactly what to look for and how you want the answer returned.
• Detail level options: Choose Auto, High, or Low depending on whether you need better accuracy for small text or faster processing.
• Model choices: Select from two available AI models based on your needs.
• Workflow-ready output: Use the returned text in later steps, such as saving it to a field or sending it into another action.

🛠️ How to Use It

1. Step 1: Open your workflow and add the image analysis action.
2. Step 2: Choose the AI model you want to use.
3. Step 3: Enter a public image URL that opens directly to the image file, not a web page containing the image.
4. Step 4: Write a prompt that explains what information you want pulled from the image.
5. Step 5: Select the detail level. Use High for small text, Low for quicker results, or Auto if you want the system to decide.
6. Step 6: Save the action and use the returned text in the next steps of your workflow.

Important: The image URL must be public, which means anyone with the link should be able to open it without logging in.

💡 Pro Tip

Use this for receipts, invoices, and order screenshots so your team spends less time typing details by hand and more time serving customers and closing sales.